Cardinal Point Wealth Management Partners, LLC First Tr Long/Short Equity ETF Transaction History
Cardinal Point Wealth Management Partners, LLC
- $328 Million
- Q1 2023
A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in First Tr Long/Short Equity ETF stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 83,440 shares of FTLS stock, worth $5.28 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
83,440
Previous 80,455
3.71%
Holding current value
$5.28 Million
Previous $3.93 Million
7.84%
% of portfolio
1.29%
Previous 1.36%
Shares
6 transactions
Others Institutions Holding FTLS
# of Institutions
174Shares Held
13.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.29MShares$208 Million0.02% of portfolio
-
Royal Bank Of Canada Toronto, A61.64MShares$104 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.23MShares$77.6 Million0.04% of portfolio
-
Envestnet Asset Management Inc503KShares$31.8 Million0.01% of portfolio
-
Truist Financial Corp380KShares$24 Million0.04% of portfolio